Nvest Financial’s Sherwin-Williams SHW Stock Holding History

Nvest Financial’s Portfolio SHW Stock Details SHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.8M	Sell	5,218 -799	-13%	-$255K	0.57%	50
2026 Q1	$1.93M	Sell	6,017 -244	-4%	-$84K	0.72%	43
2025 Q4	$2.03M	Buy	6,261 +1,409	+29%	+$471K	0.84%	32
2025 Q3	$1.68M	Sell	4,852 -1,754	-27%	-$618K	0.97%	28
2025 Q2	$2.27M	Buy	6,606 +899	+16%	+$311K	1.18%	29
2025 Q1	$1.99M	Buy	5,707 +904	+19%	+$317K	1.07%	31
2024 Q4	$1.63M	Buy	4,803 +1,039	+28%	+$388K	0.83%	36
2024 Q3	$1.44M	Buy	3,764 +1,857	+97%	+$648K	0.82%	38
2024 Q2	$569K	Buy	+1,907	New	+$590K	0.35%	55
2022 Q2	–	Sell	-1,021	Closed	-$255K	–	69
2022 Q1	$255K	Buy	+1,021	New	+$282K	0.21%	67

Other funds holding SHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Nvest Financial's SHW Position: Q2 2026 in Review

Nvest Financial reduced its Sherwin-Williams (SHW) stake by 13% in Q2 2026, selling an estimated $255K and leaving 5,218 shares worth $1.8M. The position accounts for 0.57% of the portfolio, ranked #50.

Nvest Financial first reported a position in SHW in Q1 2022 and has held it in 10 quarters since. The position peaked at $2.27M in Q2 2025. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Nvest Financial held 5,218 shares of Sherwin-Williams worth $1.8M as of Q2 2026.
Nvest Financial sold 799 Sherwin-Williams shares in Q2 2026, an estimated $255K.
Sherwin-Williams made up 0.57% of Nvest Financial's portfolio in Q2 2026, its #50 holding.
Nvest Financial first reported a position in Sherwin-Williams in Q1 2022 and has held it in 10 quarters since.
Nvest Financial's Sherwin-Williams position peaked at $2.27M in Q2 2025.
1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.